See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,547 | $99,877-26.4% | $84,966-13.4% | $145,922-49.6% |
| Participation rate | 15.4% | 74.1%-58.7pp | 67.5%-52.1pp | 80.3%-64.9pp |
| Annual return | 165.30% | 83.76%+81.5pp | 66.38%+98.9pp | 561.29%-396.0pp |
| Employer contribution / active EE | $1,246 | $3,231-61.4% | $2,727-54.3% | $4,660-73.3% |
| Participant deferral / active EE | $2,191 | $5,291-58.6% | $4,519-51.5% | $6,688-67.2% |
| Admin fee / account holder | $25,471 | $7,248+251.4% | $6,149+314.2% | $13,397+90.1% |